SPECTRUM
| October 06, 2020
October 6, 2020
Dear , Please find below the link to this week's detailed inventory forecast, our 4-wk storage outlook, along with natural gas trade and power sector demand estimates and highlights of reference week balances. This week's commentary discusses recent developments in the Mexican natural gas markets, including the operational start of two pipeline infrastructure projects. For the week October 1, 2020, LCMC 4-wk NG storage estimate: +71, +58, +65, +37. Total +231 vs +385 LY and +315 5-yr avg. This w.....
SPECTRUM
| September 29, 2020
September 29, 2020
Dear , Please find below the link to this week's detailed inventory forecast, our 4-wk storage outlook, along with natural gas trade and power sector demand estimates and highlights of reference week balances. For the week ending September 24, 2020, LCMC 4-wk NG storage estimate: +76, +73, +62, +65. Total +276 vs +405 LY and +326 5-yr avg. This week by region: E: +16; MW: +26; MTN: +5; PAC: +5; SC: +24 (S:+9, NS: +15). BBG avg of 4 analysts at +78 bcf. Total net exports averaged 8.29 bcf/d, down.....
SPECTRUM
| September 22, 2020
September 22, 2020
Dear , Please find below the link to this week's detailed inventory forecast, our 4-wk storage outlook, along with natural gas trade and power sector demand estimates and highlights of reference week balances. For the week ending September 17, 2020, LCMC 4-wk NG storage estimate: +72, +83, +74, +68. Total +297 vs +410 LY and +331 5-yr avg. This week by region: E: +20; MW: +29; MTN: +4; PAC: +4; SC: +15 (S:+3, NS: +12). BBG avg of 2 analysts at +78 bcf. Total net exports averaged 9.21 bcf/d, up b.....
SPECTRUM
| September 18, 2020
September 18, 2020
Please find below the links to this week's detailed rig reports and a quick recap of the North American oil and gas drilling activity as reported by Baker Hughes. US: Baker Hughes shows 252 active rigs as of September 18, 2020, higher by +1 from the previous week. Oil rigs decreased by -1 to 179 (ht: +1; vt-dir: -2), and gas-directed rigs increased by +2 to 73 (ht: unch; vt-dir: +2). Horizontal oil rigs increased by +2 in Permian (TX) and by +1 in Bakken (MT), while declining by -2 in Permian.....
SPECTRUM
| September 15, 2020
September 15, 2020
Dear , Please find below the link to this week's detailed inventory forecast, our 4-wk storage outlook, along with natural gas trade and power sector demand estimates and highlights of reference week balances. For the week ending September 10, 2020, LCMC 4-wk NG storage estimate: +81, +76, +93, +88. Total +338 vs +390 LY and +321 5-yr avg. This week by region: E: +21; MW: +30; MTN: +4; PAC: +0; SC: +26 (S:+10, NS: +16). BBG avg of 3 analysts at +74 bcf. Total net exports averaged 7.27 bcf/d, up .....
SPECTRUM
| September 09, 2020
September 9, 2020
Dear , Please find below the link to this week's detailed inventory forecast, our 4-wk storage outlook, along with natural gas trade and power sector demand estimates and highlights of reference week balances. For the week ending September 3, 2020, LCMC 4-wk NG storage estimate: +72, +87, +91, +89. Total +339 vs +368 LY and +302 5-yr avg. This week by region: E: +19; MW: +25; MTN: +4; PAC: +2; SC: +22 (S:+8, NS: +14). BBG avg of 5 analysts at +65 bcf. Total net exports averaged 4.98 bcf/d, down .....
SPECTRUM
| September 01, 2020
September 1, 2020
Dear , Please find below the link to this week's detailed inventory forecast, our 4-wk storage outlook, along with natural gas trade and power sector demand estimates and highlights of reference week balances. For the week ending August 27, 2020, LCMC 4-wk NG storage estimate: +33, +63, +74, +89. Total +259 vs +336 LY and +290 5-yr avg. This week by region: E: +16; MW: +17; MTN: +3; PAC: -2; SC: -1 (S:-3, NS: +2). BBG avg of 2 analysts at +36 bcf. Total net exports averaged 5.11 bcf/d, down by 0.....
SPECTRUM
| August 18, 2020
August 18, 2020
Dear , Please find below the link to this week's detailed inventory forecast, our 4-wk storage outlook, along with natural gas trade and power sector demand estimates and highlights of reference week balances. For the week ending August 13, 2020, LCMC 4-wk NG storage estimate: +43, +49, +46, +66. Total +204 vs +273 LY and +227 5-yr avg. This week by region: E: +14; MW: +20; MTN: +5; PAC: +1; SC: +3 (S:-1, NS: +4). BBG avg of 4 analysts at +42 bcf. Total net exports averaged 5.21 bcf/d, up by 0.0.....
SPECTRUM
| August 11, 2020
August 11, 2020
Dear , Please find below the link to this week's detailed inventory forecast, our 4-wk storage outlook, along with natural gas trade and power sector demand estimates and highlights of reference week balances. For the week ending August 6, 2020, LCMC 4-wk NG storage estimate: +54, +40, +41, +46. Total +181 vs +244 LY and +203 5-yr avg. This week by region: E: +19; MW: +22; MTN: +5; PAC: +2; SC: +6 (S:+1, NS: +5). BBG avg of 3 analysts at +54 bcf. Total net exports averaged 5.19 bcf/d, up by 0.58.....
SPECTRUM
| August 04, 2020
August 4, 2020
Dear , Please find below the link to this week's detailed inventory forecast, our 4-wk storage outlook, along with natural gas trade and power sector demand estimates and highlights of reference week balances. For the week ending July 21, 2020, LCMC 4-wk NG storage estimate: +28, +52, +31, +37. Total +148 vs +224 LY and +170 5-yr avg. This week by region: E: +13; MW: +12; MTN: +5; PAC: -1; SC: -5 (S:-5, NS: +4). BBG avg of 4 analysts at +31 bcf. Total net exports averaged 4.59 bcf/d, down by 0.8.....